UPSTATE HOMESCHOOL CO-OP INC (EIN 201380298) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

SUZANNE W BROWN

Phone

8649012975

Tax Period

2024-07-01 to 2025-06-30

UPSTATE HOMESCHOOL CO-OP INC, founded in 2004, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO GLORIFY GOD BY PROVIDING SPIRITUAL, EMOTIONAL, AND ACADEMIC ENRICHMENT TO HOMESCHOOL FAMILIES OF THE UPSTATE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,941

Program Service Revenue $1,798,907

Investment Income $120,974

Other Revenue $91,377

TOTAL REVENUE $2,039,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,395,190

Fundraising Expenses $0

Program Expenses $1,742,483

Other Expenses $610,678

TOTAL EXPENSES $2,005,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,039,199	$1,820,876	+0.1%
Expenses	$2,005,868	$1,683,863	+0.2%
Net Income	$33,331	$137,013	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

185

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$128,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE W BROWN	EXECUTIVE DI	40.00	Director	$128,100	$0	$128,100
TONY BEAM	MEMBER	2.00	Director	$0	$0	$0
BOO BEATY	MEMBER	1.00	Director	$0	$0	$0
JOHNNIE HALL	MEMBER	1.50	Director	$0	$0	$0
GEOFF OSBORN	MEMBER	2.00	Director	$0	$0	$0
JILL RAYBURN	MEMBER	1.00	Director	$0	$0	$0
MELISSA SICKO	MEMBER	1.00	Director	$0	$0	$0
DEREK TURNER	CHAIRMAN	1.50	Director	$0	$0	$0
MARK TURNER	MEMBER	1.00	Director	$0	$0	$0
TIM WILLIAMS	MEMBER	1.00	Director	$0	$0	$0
MORRIS YOUNATHAN	MEMBER	4.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,039,199	$2,005,868	$2,435,434	$33,331
2024	No data	No data	No data	No data
2023	$1,607,439	$1,472,355	$1,512,976	$135,084
2022	$945,181	$943,227	$1,030,246	$1,954
2021	$744,185	$780,318	$840,094	$-36,133
2020	$635,887	$617,691	$646,463	$18,196
2019	$624,092	$554,012	$651,433	$70,080
2018	$652,633	$639,282	$554,220	$13,351

UPSTATE HOMESCHOOL CO-OP INC